Empower Advisory Group, LLC Portfolio Holdings

Empower Advisory Group, LLC

  • $29.5 Billion
  • Q3 2024

Empower Advisory Group, LLC has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $29.5 Billion distributed in 502 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $3.4B, Ishares Russell 2000 ETF with a value of $1.7B, Vanguard Ftse Emerging Mkts Et with a value of $1.51B, Vanguard Bd Index Fd Inc Short with a value of $1.2B, and Vanguard Specialized Funds Van with a value of $1.11B.

Examining the 13F form we can see an increase of $2.62B in the current position value, from $26.9B to 29.5B.

Empower Advisory Group, LLC is based out at Greenwood Village, CO

Below you can find more details about Empower Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $29.5 Billion
ETFs: $18.2 Billion
Technology: $1.56 Billion
Communication Services: $1.35 Billion
Consumer Cyclical: $1.21 Billion
Financial Services: $1.18 Billion
Consumer Defensive: $1.16 Billion
Utilities: $1.13 Billion
Basic Materials: $1.07 Billion
Other: $2.6 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$267,000 0.0% of portfolio
2,280
Q3 2024 Reduced 5.32%
$0
$277,000 0.0% of portfolio
2,899
Q3 2024 Reduced 4.2%
$0
$281,000 0.0% of portfolio
2,493
Q3 2024 Reduced 5.03%
$0
$301,000 0.0% of portfolio
2,439
Q3 2024 Added 2.05%
$0
$311,000 0.0% of portfolio
1,869
Q3 2024 Reduced 2.3%
$0
$315,000 0.0% of portfolio
3,450
Q3 2024 Reduced 20.36%
$0
$316,000 0.0% of portfolio
5,043
Q3 2024 Added 8.27%
$0
$323,000 0.0% of portfolio
4,029
Q3 2024 Added 7.96%
$0
$337,000 0.0% of portfolio
1,663
Q3 2024 Reduced 8.07%
$0
$353,000 0.0% of portfolio
4,281
Q3 2024 Added 2.66%
$0
$362,000 0.0% of portfolio
7,904
Q3 2024 Reduced 7.04%
$0
$379,000 0.0% of portfolio
2,871
Q3 2024 Reduced 3.53%
$0
$632,000 0.0% of portfolio
10,344
Q3 2024 Reduced 13.62%
$0
$1.35 Million 0.0% of portfolio
46,120
Q3 2024 Added 102.05%
$0
$459,000 0.0% of portfolio
7,027
Q2 2023 New
$0
$514,000 0.0% of portfolio
5,112
Q1 2023 New
$0
$479,000 0.0% of portfolio
11,505
Q1 2024 Reduced 28.59%
$0
$464,000 0.0% of portfolio
13,532
Q3 2024 Added 8.97%
$0
$405,000 0.0% of portfolio
6,247
Q3 2024 New
$0
$219,000 0.0% of portfolio
5,772
Q2 2024 New
$0
$279,000 0.0% of portfolio
2,015
Q2 2024 New
$0
$205,000 0.0% of portfolio
1,635
Q3 2024 New
$0
$221,000 0.0% of portfolio
4,618
Q3 2024 Reduced 2.12%
$0
$0 0.0% of portfolio
11,489
Q3 2024 Reduced 6.22%
$0
$220,000 0.0% of portfolio
5,285
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 502
  • Current Value $29.5 Billion
  • Prior Value $26.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 33 stocks
  • Additional Purchases 233 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 206 stocks
Track This Portfolio

Track Empower Advisory Group, LLC Portfolio

Follow Empower Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empower Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empower Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email